Tim Kovach
Co-Founder | MBA
Tim brings finance, financial operations, client service, and reporting experience, including 5+ years at Stifel as a Senior Wealth Management Associate, where he supported reporting, onboarding, and client service operations for advisor teams managing over $750M in client assets. He focuses on FP&A support, management reporting, business case analysis, finance operations cleanup, and client-ready financial summaries.
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